
Aug 21, 2021 - Investment Policy Statement and Retirement Policy Statement

Description
Agenda
The Problem
Investment Policy Statement
Retirement Policy Statement
FP Canada Standards
Course Outline
“Investment Policy Statement and Retirement Policy Statement” will be suitable for the following CE Credits:
British Columbia – 3.5 Life CE
Alberta – 3.5 Life, 0 A&S
Saskatchewan – 3.5 Life, 0 Ethics
Manitoba – 3.5 Life and/or A&S
Ontario – 3.5 CE
FP Canada – 2.5 Financial Planning, 1 Professional Responsibility
Course Details
3 hours and 30 minutes
English
No
Yes
No